SOA Wealth Advisors’s Coherent COHR Stock Holding History

SOA Wealth Advisors’s Portfolio COHR Stock Details COHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$47.7K	Hold	121	–	–	0.01%	397
2026 Q1	$28.8K	Hold	121	–	–	0.01%	446
2025 Q4	$22.3K	Hold	121	–	–	﹤0.01%	486
2025 Q3	$13K	Hold	121	–	–	﹤0.01%	578
2025 Q2	$10.8K	Hold	121	–	–	﹤0.01%	587
2025 Q1	$7.86K	Hold	121	–	–	﹤0.01%	590
2024 Q4	$11.5K	Hold	121	–	–	﹤0.01%	533
2024 Q3	$10.8K	Hold	121	–	–	﹤0.01%	530
2024 Q2	$8.77K	Hold	121	–	–	﹤0.01%	552
2024 Q1	$7.33K	Sell	121 -121	-50%	-$6.63K	﹤0.01%	576
2023 Q4	$10.5K	Sell	242 -121	-33%	-$4.36K	﹤0.01%	519
2023 Q3	$11.8K	Buy	+363	New	+$14.9K	﹤0.01%	502
2023 Q1	–	Sell	-364	Closed	-$12.8K	–	972
2022 Q4	$12.8K	Hold	364	–	–	﹤0.01%	487
2022 Q3	$12K	Buy	+364	New	+$17.4K	﹤0.01%	476

Other funds holding COHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SOA Wealth Advisors's COHR Position: Q2 2026 in Review

SOA Wealth Advisors held its Coherent (COHR) position steady in Q2 2026 at 121 shares worth $47.7K. The position accounts for 0.01% of the portfolio, ranked #397.

SOA Wealth Advisors first reported a position in COHR in Q3 2022 and has held it in 14 quarters since. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

SOA Wealth Advisors held 121 shares of Coherent worth $47.7K as of Q2 2026.
SOA Wealth Advisors left its Coherent share count unchanged in Q2 2026.
Coherent made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #397 holding.
SOA Wealth Advisors first reported a position in Coherent in Q3 2022 and has held it in 14 quarters since.
1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.